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Marshall Financial Group (Pennsylvania)’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Marshall Financial Group (Pennsylvania)’s Portfolio RSP Stock Details RSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$698K Buy
3,680
+121
+3% +$22.5K 0.19% 35
2025
Q2 		$647K Buy
3,559
+14
+0.4% +$2.42K 0.19% 37
2025
Q1 		$614K Buy
3,545
+17
+0.5% +$3.02K 0.19% 35
2024
Q4 		$618K Buy
3,528
+12
+0.3% +$2.17K 0.19% 39
2024
Q3 		$630K Buy
3,516
+14
+0.4% +$2.39K 0.19% 37
2024
Q2 		$575K Buy
3,502
+14
+0.4% +$2.3K 0.19% 38
2024
Q1 		$591K Buy
3,488
+14
+0.4% +$2.25K 0.19% 36
2023
Q4 		$548K Sell
3,474
-97
-3% -$14.1K 0.2% 39
2023
Q3 		$506K Buy
3,571
+16
+0.5% +$2.39K 0.21% 36
2023
Q2 		$532K Buy
3,555
+16
+0.5% +$2.31K 0.2% 35
2023
Q1 		$512K Buy
3,539
+17
+0.5% +$2.49K 0.21% 38
2022
Q4 		$497K Buy
3,522
+15
+0.4% +$2.1K 0.21% 39
2022
Q3 		$446K Sell
3,507
-625
-15% -$88.1K 0.21% 39
2022
Q2 		$555K Buy
4,132
+17
+0.4% +$2.49K 0.25% 36
2022
Q1 		$649K Buy
4,115
+12
+0.3% +$1.87K 0.26% 34
2021
Q4 		$668K Buy
4,103
+13
+0.3% +$2.05K 0.26% 36
2021
Q3 		$613K Buy
4,090
+10
+0.2% +$1.53K 0.26% 37
2021
Q2 		$615K Buy
4,080
+17
+0.4% +$2.53K 0.26% 34
2021
Q1 		$576K Buy
4,063
+12
+0.3% +$1.62K 0.26% 35
2020
Q4 		$517K Buy
4,051
+16
+0.4% +$1.9K 0.25% 37
2020
Q3 		$436K Buy
4,035
+15
+0.4% +$1.62K 0.26% 34
2020
Q2 		$409K Buy
4,020
+32
+0.8% +$3.09K 0.27% 36
2020
Q1 		$335K Buy
3,988
+14
+0.4% +$1.49K 0.27% 37
2019
Q4 		$460K Buy
3,974
+17
+0.4% +$1.89K 0.31% 35
2019
Q3 		$428K Hold
3,957
– – 0.33% 34
2019
Q2 		$427K Hold
3,957
– – 0.33% 35
2019
Q1 		$413K Hold
3,957
– – 0.34% 34
2018
Q4 		$362K Buy
+3,957
New +$392K 0.34% 35

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Financial Group (Pennsylvania)'s RSP Position: Q3 2025 in Review

Marshall Financial Group (Pennsylvania) increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.4% in Q3 2025, buying an estimated $22.5K and bringing the position to 3,680 shares worth $698K. The position accounts for 0.19% of the portfolio, ranked #35.

Marshall Financial Group (Pennsylvania) first reported a position in RSP in Q4 2018 and has held it in 28 quarters since. 1,948 funds tracked by Wall St. Rank hold RSP as of Q3 2025.

  • Marshall Financial Group (Pennsylvania) held 3,680 shares of Invesco S&P 500 Equal Weight ETF worth $698K as of Q3 2025.
  • Marshall Financial Group (Pennsylvania) bought 121 Invesco S&P 500 Equal Weight ETF shares in Q3 2025, an estimated $22.5K.
  • Invesco S&P 500 Equal Weight ETF made up 0.19% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #35 holding.
  • Marshall Financial Group (Pennsylvania) first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and has held it in 28 quarters since.
  • 1,948 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2025.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2025, filed 4 Nov 2025.